TSLA 在 Roadster 发布后小幅上涨，但收盘价远低于隔夜高点，这一反应可能不及市场预期；该股自 7 月 29 日以来上涨约 25%，但今年迄今仍下跌逾 15%。鉴于今日股价走势存在不确定性，JPMorgan 维持中性评级。
逐段跳播
今天早上我们来关注一下特斯拉。该股在昨晚全新“Roadster”车型发布后小幅上涨。该股今年已累计下跌超过15%，但自二季度财报发布以来已大幅回升，正如你在这里看到的，从两个月前的低点反弹。
特斯拉股价自7月29日以来已上涨约25%，是Morning Trade关注的焦点。
Let's focus on Tesla this morning. The stock rose slightly after the unveiling of the new "Roadster" model last night. The stock has fallen by more than 15% this year, but has made a significant recovery since the second-quarter earnings, as you can see here, rebounding from that slump two months ago.
Tesla's stock has risen by about 25% since July 29, and is the focus of Morning Trade's attention.
在发布会之前，马斯克曾表示，更新后的Roadster将是人类驾驶的最后一款、也是最好的一款汽车。这辆车使用螺旋桨抽吸系统产生足够的下压力，使其能在抛物线斜坡上倒立行驶、旋转，然后启动发动机飞向完美的着陆点。
随后，Roadster在一排五辆特斯拉汽车上方完成了一次空中特技表演，然后平稳落地。
Prior to the event, Musk said the updated Roadster would be the best and last car driven by humans. This vehicle used a propeller suction system to generate enough downforce to drive upside down on a parabolic incline, rotate, and then activate the engines to fly towards a perfect landing.
Later, the Roadster performed an aerial stunt over a row of five Tesla cars before landing smoothly.
最后，作为这场精彩表演的压轴戏，在一段预先录制的视频中，Roadster利用那些发动机展示了从零加速到每小时60英里用时不到一秒，Sam。
And finally, as a final trick to this amazing show, in a pre-recorded clip, the Roadster appeared accelerating from zero to 60 miles per hour in less than a second using those engines, Sam.
我的意思是，这是不是投资者一直期待的、能带来一些上涨的又一个催化剂？顺便说一下，JPMorgan表示，这款车的量产目标定在2028年，而此前目标是2020年。所以很明显，要让这款车真正上路还有很多障碍。
在该公司发布第二代Roadster之后，JPMorgan维持对特斯拉的中性评级。
I mean, was this something investors were looking forward to as another incentive for some gains here? JPMorgan, by the way, said that production of this vehicle is targeted for 2028 versus a 2020 target.
So obviously there were a lot of hurdles to getting this thing to the road. JPMorgan maintains a neutral rating on Tesla after the company unveiled the second generation of the Roadster.
所以，当你把目光从这款车的聚光灯下移开，分析师们认为，发布Roadster的决定实际上是在为特斯拉与SpaceX之间传闻中的合并铺路。
So, when you step away from the spotlight on this vehicle, analysts see the decision to release the Roadster as actually an attempt to pave the way for a purported merger between Tesla and SpaceX.
如你所知，特斯拉正如我所说，已较7月低点上涨了约25%？是的，如你所知，这可能并不是市场所希望的反应。当然，它目前仍保持小幅上涨，但已远低于隔夜高点。
Tesla, as you know, has moved away from its July lows, as I said, by about 25%? Yes, as you know, it may not have been the reaction the market was hoping for. Certainly, it is still holding a slight gain, but it is far from its overnight highs.
但我认为，从长期来看，再说一次，那是一个疯狂的时刻。我同意，如你所知，这肯定会成为诸多讨论的话题。那么，这对该股接下来的走势意味着什么？基于今天的价格走势，仍存在一些不确定性。
But I think, you know, in the long run, again, it was a wild moment. I agree that, as you know, it will certainly be the subject of much debate. Now, what does that mean for the stock going forward?
There are still some uncertainties based on today's price movement.
因此，今天的交易示例旨在捕捉更多潜在上行空间，同时建立一个下行保护区间，以防下个月出现任何犹豫。这反映了11月的风险。这意味着卖出一份行权价为50的11月看跌期权，并买入一份行权价为90的11月看涨期权。
你可以在这里以很小的净收入完成这一操作。也就是说，你开立这个组合时实际上还能小赚一点。这个交易示例允许你在未来三到四周内价格跌至350水平以下时建立买入头寸。不过，如果我们保持上行动能，或者基于这一消息以及其他可能推高股价的因素出现突破，这也能让你捕捉到利润。
所以，这实际上反映了风险。其中存在一些下行风险，但主要目标是以更好的价位买入该股。如果我们看到价格持续上行，我们就能参与其中。
Therefore, today's trading example aims to capture more potential upside, while creating a protection zone against downside in case of any hesitation during the next month. It is a reflection of the risks for November.
This means selling a November put option at 50 and buying a November call option at 90. You can do this for a small credit balance here. Meaning that you can actually make a little money when you open this center.
This trading example allows you to enter a buy position below the 350 level if the price drops there within the next three or four weeks. However, if we maintain the upward momentum, or witness a breakout based on this news and other factors that may push the stock higher, this will allow you to capture profits as well.
So, it is actually a reflection of the risks. There is some downside risk involved, but the main objective is to get the stock at a better level. If we see a continued upward price movement, we will be able to participate.
这个频道对 $TSLA 的历次判断
Schwab Network 在这只股票上共 14 条判断，这里只列相邻的几条。